Money Matters with Deb & Laurie
We believe that success is earned each day at a time by how we treat our clients, our advisors, our employees, our business partner teams and serve our communities. Our core values of teamwork, independence, excellence, integrity, trust and respect are the bedrock foundation that allow us to provide you a wealth management plan that supports your lifelong goals and dreams. At Global View Capital, our firm aligns toward one single passionate focus: to help our clients achieve their financial dreams and goals. We are committed to independent, objective and conflict-free advice so that we may earn the role as trusted advisor. To remain objective in an industry that has been dominated by conflicts of interest requires a different business model. By leveraging technology we can increase advisor and client intimacy that complement the traditional face-to-face interactions, providing advice when, where, and how you want it. By delivering a better framework for wealth management in one ecosystem, the client/advisor relations remain paramount and naturally evolve to a fiduciary standard of care. We believe that success is earned each day at a time by how we treat our clients, our advisors, our employees, our business partner teams and serve our communities. Our core values of teamwork, independence, excellence, integrity, trust and respect are the bedrock foundation that allow us to provide you a wealth management plan that supports your lifelong goals and dreams.
Episodes
The Money Matters podcast with Deb and Laurie discusses financial planning and retirement goals, month by month. The hosts cover topics such as emergency savings, financial mindset, fine-tuning financial plans, Social Security, Medicare, open enrollment, and long-term care. They emphasize the importance of financial awareness, setting realistic goals, and seeking professional advice for a secure financial future. The conversation c...
In this conversation, Deb and Laurie discuss the importance of properly managing and organizing estate planning documents, particularly in relation to businesses and investment properties. They emphasize the need for matching documents for both individuals and businesses, as well as the importance of funding trusts and updating documentation regularly. They also highlight the potential legal issues that can arise from not including...
The conversation focuses on the retirement crisis and the future of Social Security. The hosts provide tips for restoring financial order and regaining confidence in retirement. They discuss the concerns and fears surrounding retirement, including running out of money and the impact of inflation. The conversation also touches on the importance of having a comprehensive retirement plan and considering options like annuities. The hos...
On this episode of Money Matters with Deb and Laurie, the hosts answer common retirement planning questions. They discuss topics such as inflation, the importance of budgeting, and the cost of healthcare in retirement. They also explore alternative options for long-term care insurance, including life insurance policies with long-term care writers, asset-based policies, annuities, and reverse mortgages. The hosts emphasize the need ...
A study reveals that many Americans struggle with personal finance concepts due to a lack of formal education. The limitations of financial education in schools and the lack of conversations about money in families contribute to this problem. Social media, particularly TikTok, has become a popular source of financial tips, but it's important to be cautious about the accuracy and bias of the information. The 10 commandments of inves...
Semi-retirement, also known as partial or phased retirement, is a popular approach for younger individuals who want to maintain a work-life balance. It allows them to work part-time while still enjoying the benefits of retirement. However, transitioning into semi-retirement requires careful financial planning to ensure a smooth transition and cover essential expenses. Health insurance is another important consideration, as part-tim...
In this conversation, Laurie Hancock and Deb Christensen discuss the retirement planning rules of thumb that may no longer be applicable in today's economy. They cover topics such as the 60-40 stock-bond rule, the magic retirement age of 65, the Rule of 72, the Rule of 100, and the 4% rule. They explain how these rules have changed and offer alternative strategies for retirement planning. The key takeaway is that these rules should...
The conversation discusses the changes in retirement planning over the past 20 years and provides tips for a successful retirement. The main themes include the shift from traditional pensions to personal responsibility for retirement income, the need to plan for a longer retirement, the importance of healthcare coverage and self-care, and the need to have end-of-life discussions. Other topics covered include avoiding financial mist...
On today's show, Deb and Laurie discuss five financial planning assumptions to avoid on the journey to retirement. They emphasize the importance of not assuming that retirement means never working again, as many people are choosing to work past the age of 65. They also highlight the need to plan for a longer lifespan, as life expectancy is increasing. Additionally, they caution against underestimating how much you'll spend in retir...
Investing in retirement can be complicated and often misunderstood. This conversation aims to clear up some of the misunderstandings and provide guidance on important topics such as emergency savings, retirement as a new beginning, the cost of financial advisors, distribution plans, maximizing tax breaks, becoming a super saver, and paying off debts. In this conversation, Deb and Laurie from Global View Capital Advisors discuss ann...
Investing in retirement can be complicated and often misunderstood. This conversation aims to clear up some of the misunderstandings and provide guidance on important topics such as emergency savings, retirement as a new beginning, the cost of financial advisors, distribution plans, maximizing tax breaks, becoming a super saver, and paying off debts. In this conversation, Deb and Laurie from Global View Capital Advisors discuss ann...
This conversation covers various topics related to retirement planning and financial management. The hosts discuss the importance of getting organized, understanding Medicare and taxes, and considering state tax implications when choosing a retirement location. They also emphasize the need for regular financial checkups and the benefits of customized strategies and risk management. The conversation touches on topics such as legacy ...
In this episode, Deb and Laurie discuss the importance of financial spring cleaning. They provide tips on reviewing spending, handling outstanding debt, building an emergency fund, and organizing finances. They also emphasize the need to put money to work and discuss options such as fixed indexed annuities. Additionally, they highlight the importance of reviewing insurance coverage, beneficiaries, trust, and estate plans. The episo...
Celebrities often face financial challenges that require the assistance of a financial advisor to help manage their wealth and long-term financial stability. In this conversation, cautionary tales from Hollywood are discussed to learn what not to do with money. The chapters cover topics such as the importance of estate planning, tax planning, and beneficiary designations. The conversation emphasizes the need for a comprehensive fin...
The conversation discusses retirement planning and trends, including the importance of creating a clear retirement plan, having emergency savings, and balancing risk in investment portfolios. It also highlights the need for two kinds of income in retirement and the challenges of relying solely on pensions. The conversation emphasizes the importance of understanding healthcare costs and long-term care insurance. It also addresses th...
In this episode of Money Matters with Deb and Laurie, the hosts discuss strategies to help listeners retire successfully. They draw parallels between football and financial retirement planning, emphasizing the importance of having a plan and understanding goals. The offensive plays include creating a budget, learning about investment vehicles, and building wealth. The hosts also cover defensive plays such as preventing gaps in the ...
On today's show, Deb and Laurie discuss important considerations for building a modern, holistic, and personalized retirement plan. They cover topics such as determining how much is enough for retirement, deciding when to take Social Security, reevaluating long-term care needs, consolidating retirement accounts, starting retirement savings early, creating a personal pension, understanding the importance of 59 and a half, diversifyi...
On today's show, Deb and Laurie discuss important considerations for building a modern, holistic, and personalized retirement plan. They cover topics such as determining how much is enough for retirement, deciding when to take Social Security, reevaluating long-term care needs, consolidating retirement accounts, starting retirement savings early, creating a personal pension, understanding the importance of 59 and a half, diversifyi...
Welcome to 2024! On today’s show Money Matters with Deb and Laurie we dive into some shocking statistics about financial New Year’s resolutions and offer some suggestions and tips to help you refine your financial planning goals for the year ahead. Plus, we have a few tips to ensure you meet them.
Reach out to Deb and Laurie at 800-932-5010
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On today’s show Money Matter with Deb and Laurie they'll cover the ten biggest and most common retirement planning mistakes ,and offering tips to avoid them. In addition, when you have a big life change, you may consider speaking with a spouse, doctor, attorney, or take to your social media page for advice.. but there are plenty of life events that you should speak with your financial advisor about.
Reach out to Deb and Laurie ...
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